ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,103 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289,280 | -2.9% | 4,228 | 0.0% | 0.04% | +4.8% |
| Q2 2023 | $297,989 | +10.3% | 4,228 | 0.0% | 0.04% | +2.4% |
| Q1 2023 | $270,127 | +9.2% | 4,228 | 0.0% | 0.04% | +5.1% |
| Q4 2022 | $247,338 | +1.0% | 4,228 | 0.0% | 0.04% | -4.9% |
| Q3 2022 | $245,000 | -3.9% | 4,228 | 0.0% | 0.04% | -2.4% |
| Q2 2022 | $255,000 | -21.1% | 4,228 | 0.0% | 0.04% | -6.7% |
| Q1 2022 | $323,000 | -8.8% | 4,228 | 0.0% | 0.04% | -6.2% |
| Q4 2021 | $354,000 | +1.4% | 4,228 | -10.6% | 0.05% | -7.7% |
| Q3 2021 | $349,000 | +1.5% | 4,728 | 0.0% | 0.05% | -17.5% |
| Q2 2021 | $344,000 | +11.7% | 4,728 | 0.0% | 0.06% | -4.5% |
| Q1 2021 | $308,000 | -28.0% | 4,728 | -29.6% | 0.07% | -32.7% |
| Q4 2020 | $428,000 | +10.3% | 6,712 | +300.0% | 0.10% | 0.0% |
| Q3 2020 | $388,000 | +29.3% | 1,678 | +16.0% | 0.10% | +4.3% |
| Q2 2020 | $300,000 | +45.6% | 1,446 | +15.6% | 0.09% | +6.8% |
| Q1 2020 | $206,000 | -14.9% | 1,251 | 0.0% | 0.09% | +1.1% |
| Q4 2019 | $242,000 | +7.6% | 1,251 | 0.0% | 0.09% | +2.4% |
| Q3 2019 | $225,000 | +0.4% | 1,251 | 0.0% | 0.08% | -3.4% |
| Q2 2019 | $224,000 | -21.4% | 1,251 | -24.2% | 0.09% | -29.0% |
| Q1 2019 | $285,000 | +14.5% | 1,651 | 0.0% | 0.12% | +24.0% |
| Q4 2018 | $249,000 | -11.1% | 1,651 | +4.4% | 0.10% | +17.6% |
| Q3 2018 | $280,000 | +8.9% | 1,582 | 0.0% | 0.08% | -1.2% |
| Q2 2018 | $257,000 | – | 1,582 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 697,179 | $47,700,976 | 41.21% |
| Foundation Wealth Management, LLC | 360,743 | $24,681,275 | 24.67% |
| Quantitative Strategies, Inc. | 431,852 | $29,547,330 | 19.88% |
| Praetorian Wealth Management, Inc. | 667,075 | $45,641,271 | 14.51% |
| TRIAD FINANCIAL ADVISORS, INC. | 552,859 | $37,826,618 | 13.32% |
| FINANCIAL LIFE ADVISORS | 443,157 | $30,320,817 | 13.05% |
| Sterling Investment Counsel, LLC | 332,429 | $22,744,762 | 13.03% |
| INSTRUMENTAL WEALTH, LLC | 155,022 | $10,898,049 | 12.73% |
| LVZ, Inc. | 1,105,700 | $75,651,998 | 12.20% |
| ShoreHaven Wealth Partners, LLC | 252,414 | $17,270,132 | 11.88% |